News & Press

Pathfinder Wealth Consulting Welcomes Lauren Murphy

We are pleased to announce the recent hiring of Lauren Murphy as the Administrative & Marketing Assistant in the Cary office. Many of...

Pathfinder CEO Jason Wheeler Honored in 2023 Forbes’ Best-in-State Wealth Advisors List

Pathfinder Wealth Consulting is honored to announce that our CEO, Jason T. Wheeler, CFP®, AIF®, CLU®, ChFC®, has been named to...

Pathfinder Wealth Consulting Welcomes Chad Slate

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Chad Slate, AIF for the position of Associate Wealth...

Pathfinder Wealth Consulting Welcomes Pantelis Miliotis

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Pantelis Miliotis, CFP®, for the position of Associate Wealth...

Pathfinder CEO Jason Wheeler Honored in 2022 Forbes’ Best-in-State Wealth Advisors List

Pathfinder Wealth Consulting is honored to announce that our CEO, Jason T. Wheeler, CFP®, AIF®, CLU®, ChFC®, has been named to...

John Zachary, CFP® Earns Accredited CRC® Retirement Counselor Certification

Pathfinder Wealth Consulting is proud to announce that John B. Zachary, CFP® has earned the Certified Retirement Counselor® (CRC®)...

John B. Zachary Receives Wilmington 40 Under 40 Honor

Pathfinder is thrilled to announce that our very own John Zachary was selected for Wilmington's 40 Under 40. On August 8, 2019 the...

Jason T. Wheeler of Pathfinder Wealth Consulting Honored in Forbes’ Best-in-State Wealth Advisors List

(February 20, 2019, Wilmington, NC) Pathfinder Wealth Consulting, a registered independent advisory and financial planning firm in...